All Features

(To download a worksheet, please right click on the worksheet link > open in a new tab > save)

All Available Plugins

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When to Use: The Abandoned Cart plugin enables you to create automatic & well-timed email reminders to be sent to your customers who have added your products to their cart, but did not complete the order. 
Use Case(s): Retail
Setup Scope: We download, install and activate the plugin based on the customer's request to enable this feature.
Requirements: N/A
Pro Version: Available
Requirements:Plugin and License Key for pro version
Scope:We will continue support for any features from the lite version that have been increased in the pro version (More Info)
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When to Use: Use this add-on to Woo Bookings to include duration (check-in/checkout time) as part of the bookable slot.
Use Case(s): Hotels
Setup Scope: We enable and configure it as needed on WooCommerce sites based on requirements of the customer
Requirements: Woo Bookings must be installed/active
Pro Version: N/A
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When to Use: Use Gravity Forms ActiveCampaign Add-On to add a check box to opt into joining a mailing list if specifically requested by a customer who uses ActiveCampaign as their primary email marketing platform.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take it from there.
Requirements: API URL and API Key. These are obtained from ActiveCampaign on the Account Settings page. (Get Info)
Pro Version: N/A
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When to Use: Use this plug in if specifically requested by a customer who wants specific information listed in the admin menu for post types.
Use Case(s): Post Types
Setup Scope: We download, install and enable this add-on if requested. Add, edit, or remove any columns requested.
Requirements: Need to know which fields from posts need to be seen in columns in admin view and which order they should appear in.
Pro Version: Available
Requirements:License key for pro version of the plugin and pro zip
Scope:We will continue support for any features from the lite version that have been increased in the pro version (More Info)
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When to Use: Use Gravity Forms Advanced Post Creation Add-On to allow you to create a post on form submission.
Use Case(s): Post Types
Setup Scope: We download, install and enable this add-on if requested.
Requirements: N/A
Pro Version: N/A
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When to Use: Use this plugin to enable a popup that requires audiences to accept that they must be a certain age to view content. Use on sites that have age-restricted content such as sites about tobacco, alcoholic beverages, concerts with minimum age requirements.
Use Case(s): Adult Content Distillery
Setup Scope: We install, activate and setup this plugin based on instructions from the customer.
Requirements: Need the statement for the popup and the age desired.
Pro Version: N/A
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When to Use: Use Gravity Forms Agile CRM Add-On to add/update contacts and create tasks in Agile CRM upon gravity form submission. Use this plugin if specifically requested by a customer who uses Agile CRM as their customer relationship management system.
Use Case(s): Contact Management
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take it from there.
Requirements: Account URL, Email Address, and API Key. These are obtained from Agile CRM. (Get Info)
Pro Version: N/A
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When to Use: Use Gravity Forms AWeber Add-On to add a check box to opt into joining a mailing list if specifically requested by a customer who uses AWeber as their primary email marketing platform.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide Authorization code and take the reins.
Requirements: The customer must login through gravity forms following the instructions below to gain the AWeber authorization code. (Get Info)
Pro Version: N/A
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When to Use: Use Bookly Lite only when a customer wants to allow simple service bookings on their site, free of charge.
Use Case(s): Massage Salons
Setup Scope: We download, install and activate the plugin. The customer should have filled out the bookly worksheet with the service, staff and respective fields for us to set up. We can then use shortcodes to place widgets for the form on a page.
Requirements: The customer should have filled out the bookly worksheet with the service, staff and respective fields for us to set up.
Pro Version: Available
Requirements:Pro plugin zip and license key
Scope:We will continue support for any features from the lite version that have been increased in the pro version (More Info)
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When to Use: Use Gravity Forms Breeze Add-On to assign users and due dates to the Breeze Card and Lists upon gravity form submission. Use this plugin if specifically requested by a customer who uses Breeze as their project management system.
Use Case(s): Project Management
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: Breeze API Token is required. (Get Info)
Pro Version: N/A
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When to Use: Use to offer BOGO deals on your products.
Setup Scope: We download, install, enable and configure the discount settings with the customer provided information in the worksheet.
Requirements: Must complete worksheet
Pro Version: N/A
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When to Use: Use Gravity Forms Campaign Monitor Add-On to add a check box to opt into joining a mailing list if specifically requested by a customer who uses Campaign Monitor as their primary email marketing platform.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: API Key. This is obtained from Campaign Monitor. (Get Info)
Pro Version: N/A
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When to Use: Use this plugin if specifically requested by a customer who uses Campfire as their primary chat platform to add instant chat notifications upon form submission.
Use Case(s): Team Collaboration
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys.
Requirements: Campfire API Key is required to use this addon. (Get Info)
Pro Version: N/A
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When to Use: Use Gravity Forms Capsule Add-On to add/update contacts and create tasks in Capsule upon gravity form submission if specifically requested by a customer who uses Capsule as their customer relationship management(CRM) system.
Use Case(s): Contact Management
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys.
Requirements: Capsule CRM API key is required to use this addon. (Get Info)
Pro Version: N/A
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When to Use: Use Catalog Visibility Options to convert a WooCommerce site from an e-commerce store into an online catalog by taking away e-commerce functionality such as add-to-cart buttons, the cart, and the checkout process.
Use Case(s): Retail
Setup Scope: We enable and configure it as needed on WooCommerce sites based on requirements of the customer
Requirements: N/A
Pro Version: N/A
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When to Use: Use to easily add a Chained Select cascading field to your form.
Use Case(s): General
Setup Scope: We download, install and enable this add-on if requested. Customer will need to provide CSV file with all available options.
Requirements: Customer will need to create a CSV file that will hold all of the available options. (Get Info)
Pro Version: N/A
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When to Use: Use the chaport plugin if a customer requests that they have a live chat on their site, and don't already have a live chat service of their own. This chat service must be used and maintained by the customer in the apps outside of their site.
Setup Scope: We install and activate this plugin if a customer requests that they have a live chat on their site, and don't already have a live chat service of their own. Customer will configure and maintain.
Requirements: Need the App ID. Go to chaport.com and register your account. Go to “Settings -> Installation Code” and click on “Copy App ID”. Send this ID to the builder. (Get Info)
Pro Version: Available
Requirements:Plugin zip or premium version license key
Scope:We will continue support for any features from the lite version that have been increased in the pro version. The chat will still have to be maintained by the customer. (More Info)
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When to Use: Use WooCommerce Checkout Field Editor for instances where a site owner needs to capture additional checkout information.
Use Case(s): Retail
Setup Scope: We enable and configure it as needed on WooCommerce sites based on requirements of the customer
Requirements: N/A
Pro Version: N/A
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When to Use: Use Gravity Forms CleverReach Add-On to add a check box to opt into joining a mailing list if specifically requested by a customer who uses CleverReach as their primary email marketing platform.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reigns.
Requirements: Customer ID, Username, and Password. This is obtained from CleverReach. (Get Info)
Pro Version: N/A
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When to Use: Use Gravity Forms Constant Contact Add-On to add a check box to opt into joining a mailing list if specifically requested by a customer who uses Constant Contact as their primary email marketing platform.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: API Key and App Secret. This is obtained from Constant Contact. (Get Info)
Pro Version: N/A
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When to Use: Use Cookie Notice for GDPR to inform users that a cookie is being placed to track data and will allow site visitors to accept or revoke their data being tracked, if customer chooses to display a notice for GDPR compliance during the send-up.
Use Case(s): General
Setup Scope: We enable it, if customer chooses to display a notice for GDPR compliance during the send-up. We use the default script unless specified.
Requirements: We will need the approved cookie message and info for privacy policy page. We use the default script unless specified.
Pro Version: N/A
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When to Use: Use to create coupons that can only be used on a specific Gravity Form or a coupon that can be used on any Gravity Form with a Coupon Field.
Use Case(s): Retail
Setup Scope: We download, install and enable this add-on if requested. Customer will then need to create a feed.
Requirements: Need to know which form and need to make sure the form has a product field and total field set.
Pro Version: N/A
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When to Use: Use to allow customers the option to see what the conversion price of your products to their currency will be.
Setup Scope: We download, install and enable this add-on if requested.
Requirements: Must have WooCommerce
Pro Version: N/A
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When to Use: Use when a customer request to have a custom font added to their site.
Setup Scope: We install, enable and configure based on information provided on the worksheet.
Requirements: Must complete plugin worksheet.
Pro Version: N/A
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When to Use: Use this plugin if a site requires displaying a custom post type in a category, archive, search, recent post, etc. It's typically good for sites with custom post types created with Pods.
Use Case(s): Post Types
Setup Scope: We download, install, and use in the appropriate Beaver Builder modules.
Requirements: N/A
Pro Version: N/A
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When to Use: Use if custom product tabs are requested. Use this plugin if a customer needs custom tab content per product.
Use Case(s): Retail
Setup Scope: We download, install and enable this add-on if requested. Add custom tabs and content to specified products as requested by customer.
Requirements: Need to know the name of the tabs and the content that should be in them
Pro Version: Available
Requirements:This add-on requires Custom Product Tabs for WooCommerce version 1.6.7 or higher. We will need the purchased pro plugin zip or license key.
Scope:We will continue support for any features from the lite version that have been increased in the pro version. (More Info)
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When to Use: When you would like to add an image with custom information for specific pieces of that image.
Setup Scope: We download, install and enable this add-on. Then add the single image with hotspots described in the worksheet.
Requirements: Customer must provide images, even if they are geographical maps, and they must complete the plugin worksheet.
Pro Version: Available
Requirements:Zip file, and details for any of the additional style features.
Scope:Pro simply adds the ability to add additional images, adjust the overall layout including lightbox and tool tip, adjust the color of the hotspots individually, and choose to display hotspots before hover (More Info)
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When to Use: Use this plugin when a customer wants to upload files from their Dropbox account or send files uploaded via Gravity Forms to their own Dropbox account.
Use Case(s): General Team Collaboration
Setup Scope: We download, install and enable this add-on if requested. Customer must authenticate with Dropbox and take the reins.
Requirements: Customer will need to log into their dropbox account via their dashboard to authorize the connection. (Get Info)
Pro Version: N/A
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When to Use: Use Dynamic Pricing to define pricing rules based on products, order totals, roles, and product categories.
Use Case(s): Retail
Setup Scope: We enable and configure it as needed on WooCommerce sites based on requirements of the customer.
Requirements: N/A
Pro Version: N/A
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When to Use: Use Easy Property Listings for manual entry and management of listings. (UK CUSTOMERS ONLY)
Setup Scope: We download, install and activate the plugin. The customer should have filled out the worksheet for the listings and respective fields that we can manually enter. We can then use shortcodes to place widgets for search on different pages.
Requirements: Customer must be based in the UK
Pro Version: N/A
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When to Use: Use this plugin if a customer requests that their PDFs be included in their posts without having to download or open these documents in a new tab.
Use Case(s): General
Setup Scope: We download, install and enable this add-on if requested. Customer must provide PDFs or document links and tell us which post to include them in.
Requirements: Customer must provide PDFs or document links and tell us which post to include them in.
Pro Version: N/A
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When to Use: Use this plugin if specifically requested by a customer who uses Emma as their primary email marketing platform to add a check box to opt into joining a mailing list.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: Account ID, Public API Key, and Private API Key. Your Emma API account information can be found by logging into your Emma account. (Get Info)
Pro Version: N/A
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When to Use: Use The Events Tickets plugin when a customer would like a calendar displayed on their site with a directoryof all events added as well as the ability to allow registration for their events on the post.
Use Case(s): Events
Setup Scope: We enable and configure it as needed on Premium or Woo sites based on requirements of the customer.
Requirements: Worksheet for event tickets must be filled out.
Pro Version: Available
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Scope:We enable and configure it as needed on WooCommerce sites based on requirements of the customer. (More Info)
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When to Use: Use The Events Tickets Plus plugin when a customer would like a calendar displayed on their site with a directory of all events added as well as the ability to allow registration & purchase for their events on the post.
Setup Scope: N/A
Requirements: Event Tickets must be installed/active. Worksheet for event tickets must be filled out.
Pro Version: N/A
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When to Use: When you would like to display webinar or video links in an email to only people who have registered for your event.
Setup Scope: We download, install and enable this extension, Add the proper event category, and field as laid out in the worksheet.
Requirements: Must complete plugin worksheet.
Pro Version: N/A
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When to Use: Use this plugin if specifically requested by a customer who uses FreshBooks and wants to use Gravity Forms to submit invoices or estimates, and automatically create clients in FreshBooks.
Use Case(s): Quotes
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: Site Name and Authorization Token (Get Info)
Pro Version: N/A
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When to Use: Use this plugin if specifically requested by a customer who uses GetResponse as their primary email marketing platform to add a check box to opt into joining a mailing list.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: GetResponse API Key. Your GetResponse API account information can be found by logging into your GetResponse account. (Get Info)
Pro Version: N/A
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When to Use: Use this plugin to create any kind of contact or information intake form for your WordPress site.
Use Case(s): General
Setup Scope: We enable it on all builds and create forms using it. Customer can choose to enable reCAPTCHA after the build or give us their API Key.
Requirements: Enable reCAPTCHA (optional) (Get Info)
Pro Version: N/A
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When to Use: When a PDF attachment is needed for gravity form submissions.
Setup Scope: We download, install and enable this add-on if requested. We will only use the pre-defined PDF templates provided by the plugin.
Requirements: Customer should choose one of the four available base templates provided in the plugin. We can modify these slightly, but the customer should be aware that we will not customize these layouts.
Pro Version: Available
Requirements:Premium Templates can be purchased online, please send us the zip file that you download after purchase in order for us to use it.
Scope:Includes only using provided purchased PDF templates. We will not create a template from scratch. (More Info)
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When to Use: Use this plugin if specifically requested by a customer who uses Help Scout and wants to use Gravity Forms to integrate with their Help Scout help desk platform.
Setup Scope: We download, install and enable this add-on if requested. Customer to take the reins after.
Requirements: Customer will need to log into their help scount account via their WordPress site to authenticate the connection. (Get Info)
Pro Version: N/A
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When to Use: Use Gravity Forms HubSpot Add-On to manage, track, and segment your HubSpot CRM contacts. Use this plugin if specifically requested by a customer who uses HubSpot CRM and wants to integrate their form with its features.
Setup Scope: We download, install and enable this add-on if requested. Once set up, customer must sign into their HubSpot account and take the reins.
Requirements: API key and App Secret. Customer will need to log into hubspot via their WP dashboard to enable the connection. (Get Info)
Pro Version: N/A
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When to Use: Use this plugin if specifically requested by a customer who uses iContact as their primary email marketing platform.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: Application ID, Account Email Address, API Password, and select the Client Folder. This is obtained from iContact. The customer will then have to create an application ID. (Get Info)
Pro Version: N/A
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When to Use: Use IMPress for manual entry and management of property listings. Customer isn't required to have an MLS/IDX.
Use Case(s): Manual Real Estate
Setup Scope: We download, install and activate the plugin. The customer should have filled out the worksheet for the listings and respective fields that we can manually enter. We can then use shortcodes to place widgets for search on different pages.
Requirements: The customer should have filled out the worksheet for the listings and respective fields that we can manually enter.
Pro Version: N/A
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When to Use: Use this plug in if specifically requested by a customer who wants to display a map with hot spots or tool tips. This plugin offers over 250 built in maps that are easily configured for hot spots and/or tool tips.
Use Case(s): Travel Blog
Setup Scope: We download, install and enable this plugin if requested. We set up the requested countries/states/areas and add colors/links as needed.
Requirements: Need to know area map being requested, countries or states to be highlighted, links or text for the click/hover action.
Pro Version: N/A
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When to Use: Use when customer would like to have Ajax and search term Highlight functionality and to be able to include Tags, Taxonomies and other custom Post Terms and Fields in their text based search results.
Setup Scope: We install, enable and configure based on information provided on the worksheet.
Requirements: Must complete plugin worksheet.
Pro Version: Available
Requirements:Purchase and activate from the WordPress dashboard > Ivory Search > Upgrade
Scope:We will support all free and pro features that can be easily adjusted within the WordPress dashboard. (More Info)
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When to Use: Use Gravity Forms Mad Mimi Add-On to add conditional logic to opt into joining a mailing list. Use this plugin if specifically requested by a customer who uses Mad Mimi as their primary email marketing platform.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: Email Address and API Key (Get Info)
Pro Version: N/A
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When to Use: Use Gravity Forms Mailchimp Add-On to add conditional logic to opt into joining a mailing list. Use this plugin if specifically requested by a customer who uses Mailchimp as their primary email marketing platform.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: Email Address and API Key (Get Info)
Pro Version: N/A
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When to Use: Use Gravity Forms Mailgun Add-On to send, track opens, and track click rates on gravity form entries.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: Select your Region and enter your Private API Key. This is obtained from Mailgun. (Get Info)
Pro Version: N/A
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When to Use: Use Members to assign roles and capabilities to preexisting users or users that you manually add.
Use Case(s): Content Visibility
Setup Scope: We download, install and activate the plugin based on the worksheet the customer will have filled out. We can then use shortcodes to place widgets for the login/register form on a page and hide pages/rows from non-members.
Requirements: N/A
Pro Version: N/A
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When to Use: Use this plug in if customer wants to offer a standard mortgage calculator on their site.
Use Case(s): Loans Real Estate
Setup Scope: We download, install, and enable this plugin. No API keys are required. We will place shortcode on page and adjust any presets.
Requirements: No API keys are required. We will place shortcode on page and adjust any presets as requested by customer.
Pro Version: N/A
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When to Use: Use this plugin when a customer requests the option to display/hide nav items for certain WooCommerce Membership levels
Use Case(s): Content Visibility
Setup Scope: We download, install and enable, and configure if requested.
Requirements: Site must have the following plugins installed and active in order to function: Nav Menu Roles, WooCommerce Memberships
Pro Version: N/A
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When to Use: Use this option if customer already uses and pays for Optima express as their MLS platform. An iHomefinder account is required. Customer needs to have this set up / registered in order for it to work.
Use Case(s): Real Estate
Setup Scope: We download, install and activate the plugin, we enter the customer's registration key to connect their MLS which they should have previously set up.
Requirements: Registration key required for plugin to work (Get Info)
Pro Version: N/A
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When to Use: Use when you want automatically create a partial entry when a user begins to fill out a form in order to capture user input before a Gravity Form is fully submitted.
Use Case(s): Gather Leads
Setup Scope: We download, install and enable this add-on if requested.
Requirements: N/A
Pro Version: N/A
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When to Use: Use this plugin if specifically requested by a customer who uses the Pipe Video Recording platform and wants to use Gravity Forms to add a Pipe field to a form to allow users to capture and record video.
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: Account Hash and API Key. This can be found by logging into your Pipe account and clicking on Account at the top of the page. (Get Info)
Pro Version: N/A
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When to Use: Use when customer would like to create advanced polls and view the results directly on their WordPress site.
Use Case(s): Gather Data Gather Leads
Setup Scope: We download, install and enable this add-on if requested.
Requirements: Will need poll question and desired options.
Pro Version: N/A
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When to Use: Use this plugin to enable sort orders if requested by a customer who wants a specific order for post types or products.
Use Case(s): Post Types
Setup Scope: We download, install and enable this add-on if requested. Rearrange post types in the requested order.
Requirements: Need the specific order in which the posts should appear.
Pro Version: Available
Requirements:Plugin Zip File
Scope:We will continue support for any features from the lite version that have been increased in the pro version (More Info)
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When to Use: Use this plugin if specifically requested by a customer who needs a more robust tracking system in place, outside of the built in "entries" area of gravity forms.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: Account API Token and Server API Token. This is obtained from Postmark. (Get Info)
Pro Version: N/A
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When to Use: Use this plugin when the customer has a Printify account with products and they would like to sync those products with their WooCommerce store to sell them.
Use Case(s): Drop Shipping Retail
Setup Scope: We install and activate the plugin and handle any items within the WordPress/Woo platform. Most of the setup and publishing must happen via the printify app done by the site owner. When products are published, they automatically appear in Woo.
Requirements: Printify account is required with most items being setup and published via printify. WooCommerce store on domain must be setup to create the connection. (Get Info)
Pro Version: N/A
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When to Use: Use WooCommerce Product Add-Ons when a customer needs the ability to tweak an existing product by adding options/add-ons to it that won't affect its inventory.
Use Case(s): Print Shop Retail
Setup Scope: We enable and configure it as needed on WooCommerce sites based on requirements of the customer
Requirements: N/A
Pro Version: N/A
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When to Use: Use when customer would like to create to quickly integrate a Quiz on any Gravity Forms powered form.
Use Case(s): Gather Data
Setup Scope: We download, install and enable this add-on if requested.
Requirements: Need the quiz questions, answers and points allocated.
Pro Version: N/A
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When to Use: When a customer requests the option to request a quote on their products.
Use Case(s): Quotes Retail
Setup Scope: We download, install and enable this add-on if requested. Set all products or specified products to request a quote option.
Requirements: Need to know which products need this option applied to them.
Pro Version: N/A
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When to Use: Use when customer would like to have a "Read More" option that opens on the current page but a Beaver Builder module will not work (ie for post archive layouts).
Use Case(s): Content Visibility
Setup Scope: We install, enable and configure based on information provided on the worksheet.
Requirements: Must complete plugin worksheet.
Pro Version: N/A
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When to Use: Use Redirection to easily manage 301 redirections, keep track of 404 errors, and generally tidy up any loose ends your site may have.
Use Case(s): General
Setup Scope: We enable it, if customer provides us with a list of urls we can create the appropriate redirects.
Requirements: If customer provides us with a list of urls we can create the appropriate redirects. (Get Info)
Pro Version: N/A
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When to Use: Use when customer needs to be able to include Tags, Taxonomies and other custom Post Terms and Fields in their text based search results.
Use Case(s): Post Types
Setup Scope: We install, enable and configure based on customer provided information.
Requirements: Must provide specific instructions on what needs to be searchable (ie Categories, Tags, Fields, etc.)
Pro Version: Available
Requirements:Purchase and provide license
Scope:Will support all free features (More Info)
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When to Use: Use the Restaurant Reservations plugin to book tables free of charge - no payments on the site.
Use Case(s): Dine-in Restaurant Restaurants
Setup Scope: We download, install and activate the plugin. We can then use shortcodes to place widgets for the form on a page.
Requirements: Need table and seating information.
Pro Version: Available
Requirements:Pro plugin zip file
Scope:We will continue support for any features from the lite version that have been increased in the pro version (More Info)
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Availability:
When to Use: Use this plugin on Premium or Woo sites only, if a customer specifically requests a search or filter option beyond the default. It's typically good for sites with posts with multiple taxonomies, multiple attributes or custom post types created with pods.
Use Case(s): Post Types Retail
Setup Scope: We download, install, create the search shortcode based on the terms needing to be searched in and then place it on the site in the appropriate themer layouts.
Requirements: Need to know which taxonomies need to be filterable.
Pro Version: Available
Requirements:Pro plugin zip file
Scope:We will continue support for any features from the lite version that have been increased in the pro version (More Info)
Functionality:
Plan:
Availability:
When to Use: Use this plugin on Premium or Woo sites only, if a customer specifically requests a search or filter option beyond the default. It's typically good for sites with posts with multiple taxonomies, multiple attributes or custom post types created with pods.
Setup Scope: We download, install, create the search shortcode based on the terms needing to be searched in and then place it on the site in the appropriate themer layouts.
Requirements: Need to know search parameters, please complete worksheet.
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use this plugin if specifically requested by a customer who is having trouble with gravity form submissions after all troubleshooting steps have been taken.
Use Case(s): Email Marketing
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: SendGrid API Key will be needed. (Get Info)
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use when customer would like for Gravity Forms to capture signatures online by allowing users to sign your forms using touchscreen devices, touch pads or mouse.
Use Case(s): Consent
Setup Scope: We download, install and enable this add-on if requested.
Requirements: N/A
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use this plugin if specifically requested by a customer who uses Slack and wants to use Gravity Forms to automatically send notifications to a Slack channel.
Use Case(s): Team Collaboration
Setup Scope: We download, install and enable this add-on if requested. Customer must authorize the add-on and take the reins.
Requirements: Slack account is required. Customer will ned to log into slack via their site to authorize the connection. (Get Info)
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use when an Instagram feed needs to be embeded on a site.
Setup Scope: We download, install and enable this add-on if requested. After Login has been established we can configure the feed.
Requirements: Instagram owner must log in through the plugin before full set up can be completed. (Get Info)
Pro Version: Available
Requirements:Customer must purchase pro license, download plugin from Smash Balloon, and send us the zip file and license key.
Scope:Pro support only allows for additional configuration. (More Info)
Functionality:
Plan:
Availability:
When to Use: Use when a Facebook Page feed needs to be embeded on a site.
Setup Scope: We download, install and enable this add-on if requested. After Login has been established we can configure the feed.
Requirements: Facebook owner must log in through the plugin before full set up can be completed. (Get Info)
Pro Version: Available
Requirements:Customer must purchase pro license, download plugin from Smash Balloon, and send us the zip file and license key.
Scope:Pro support only allows for additional configuration. (More Info)
Functionality:
Plan:
Availability:
When to Use: Use to quickly integrate a survey into any Gravity Forms powered form on your WordPress site.
Use Case(s): Gather Data
Setup Scope: We download, install and enable this add-on if requested.
Requirements: N/A
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use The Events Calendar plugin when a customer would like a calendar displayed on their site with a directory of all events added.
Use Case(s): Events
Setup Scope: We enable and configure it as needed on Premium or Woo sites based on requirements of the customer
Requirements: Worksheet for events calendar must be filled out.
Pro Version: Available
Requirements:The Events Calendar must be installed/active
Scope:We support full functionality of the Pro version. (More Info)
Functionality:
Plan:
Availability:
When to Use: Use The Events Calendar plugin when a customer would like a calendar displayed on their site with a directory of all events added.
Setup Scope: N/A
Requirements: The Events Calendar must be installed/active. Worksheet for events calendar must be filled out.
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use this plugin when a customer requests the ability to switch between languages. Use this plugin to quickly translate site text using googles translation AI. 
Use Case(s): Bilingual Sites
Setup Scope: We will install, set up, and adjust the settings as requested by the customer.
Requirements: N/A
Pro Version: Available
Requirements:
Scope:We will continue support for any features from the lite version that have been increased in the pro version (More Info)
Functionality:
Plan:
Availability:
When to Use: Use this plugin if specifically requested by a customer who uses Trello and wants to use Gravity Forms to automatically create Trello Cards and Assign Members and Labels when a form is submitted.
Use Case(s): Project Management
Setup Scope: We download, install and enable this add-on if requested. Customer must authorize the add-on and take the reins.
Requirements: Customer will need to have a trello account and then log into it via their site in order to authorize the connection. (Get Info)
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use this plugin if specifically requested by a customer who uses Twilio and wants to use Gravity Forms to automatically send an SMS (text message) notification when a form is submitted.
Setup Scope: We download, install and enable this add-on if requested. Customer must provide API keys and take the reins.
Requirements: Account SID, Auth Token, Test Account SID, and Test Auth Token. This is obtained from Twilio. (Get Info)
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use this plugin to add/remove/change user roles and their capabilities on the front end through the plugin itself.
Use Case(s): Content Visibility
Setup Scope: We download, install and activate the plugin based on the roles requested by the customer and permissions they wish to assign to them.
Requirements: N/A
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use USPS Shipping to show your customers accurate shipping rates automatically with our integration for USPS, the largest delivery network in the United States.
Use Case(s): Retail
Setup Scope: We enable it on all Woo builds, customer can choose to use it after the site is built when they set up their shipping zones and methods.
Requirements: Your store must use US Dollars as its currency. Base country must be the United States, Puerto Rico or US Virgin Islands. (Get Info)
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use Variation Swatches and Photos to replace dropdown fields on your variable products with WooCommerce Color and Image Swatches.
Use Case(s): Retail
Setup Scope: We enable and configure it as needed on WooCommerce sites based on requirements of the customer
Requirements: In order to use the colors or photos for your products’ variations, you first need to attach those colors and photos to product attributes: Global attributes are available for your whole store, Per product attributes are only available for 1 product.
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: When a customer requests to integrate Zoom meetings and webinars on their website.
Use Case(s): Online Conferencing
Setup Scope: We download, install and enable this add-on if requested. Customer must register and connect a Zoom account through the API.
Requirements: Customer must generate and provide their zoom API keys (Get Info)
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use this addon if requested by a customer who wants to use Gravity Forms to easily pass information such as form submissions, payment data, and more to the 3rd-party service.
Setup Scope: We download, install and enable this add-on if requested.
Requirements: Will need the information for the 3rd party service: Request URL (Get Info)
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use WooCommerce Royal Mail Shipping Calculator as the default shipping method for Woo sites based ONLY in the UK.
Use Case(s): Retail
Setup Scope: We download, install and activate the plugin. If provided, we can select a shipping zone and choose this as the shipping method, otherwise we leave it for the customer. The customer will set up their shipping preferences when they are ready to launch.
Requirements: Customer location must be based in the UK
Pro Version: Available
Requirements:Plugin zip file
Scope:We will continue support for any features from the lite version that have been increased in the pro version (More Info)
Functionality:
Plan:
Availability:
When to Use: Use WooCommerce Bookings if the customer wishes to sell a slot as a product - perfect for those wanting to offer appointments, services or very simple rentals.
Use Case(s): Tours
Setup Scope: We enable and configure it as needed on WooCommerce sites based on requirements of the customer
Requirements: Woo Bookings worksheet must be filled out and submitted.
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use this plug in if specifically requested to add a new product tab with information regarding a certain specific product.
Use Case(s): Retail
Setup Scope: We download, install and enable this add-on if requested. Add new tab title and description to individual product.
Requirements: Need to know which product, what the tab name is and what content goes in it.
Pro Version: Available
Requirements:Plugin zip file
Scope:We will continue support for any features from the lite version that have been increased in the pro version (More Info)
Functionality:
Plan:
Availability:
When to Use: When a customer requests custom product button text and default product tab title changes, applied to all products, as well as other default Woo Information.
Use Case(s): Retail
Setup Scope: We download, install and enable this add-on if requested. Adjust product button text, default tab titles, and other WooCommcerce defaults.
Requirements: Need to know what items need to be changed and what text they need to be replaced with.
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use this plugin to add an "add to wishlist" heart button to products in a WooCommerce store.
Use Case(s): Retail
Setup Scope: We enable and configure it as needed on WooCommerce sites based on requirements of the customer - the wishlist button automatically adds itself to singular product pages.
Requirements: N/A
Pro Version: Available
Requirements:Pro plugin zip file
Scope:We will continue support for any features from the lite version that have been increased in the pro version (More Info)
Functionality:
Plan:
Availability:
When to Use: Use this plugin when customers need a very basic but customizable database to list their job reqs.
Use Case(s): Employment
Setup Scope: We download, install and activate the plugin. The customer should have filled out the worksheet for the job listings and respective fields that we can manually enter. We can then use shortcodes to place widgets for search on different pages.
Requirements: N/A
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use this plugin to add ratings to posts, products, services or anything on a WordPress site.
Setup Scope: N/A
Requirements: N/A
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use this plugin to resize images in bulk when the large uploaded images are causing the site to slow down during load.
Use Case(s): General Photography
Setup Scope: We install and activate this plugin if the site has multiple high resolution images that need compressing to improve load speeds.
Requirements: N/A
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use this plugin when a customer requests a map with multiple address points to display multiple locations.
Use Case(s): Store Chain
Setup Scope: We will install and set up this plugin after API keys have been provided by customer.
Requirements: Google Maps API is required in order for this plugin to work. You will need a Server key and Browser key. (Get Info)
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use when a customer requests to have a banner or notification that has the ability to be set to display at a certain time or be hidden after a certain.
Setup Scope: We install, enable and configure based on information provided on the worksheet.
Requirements: Must complete plugin worksheet.
Pro Version: N/A
Functionality:
Plan:
Availability:
When to Use: Use when a customer requests the option to sell gift cards for their WooCommerce site.
Use Case(s): Retail
Setup Scope: We download, install and enable this add-on if requested. Add new product, change the product type to gift card, and configure accordingly.
Requirements: Image, text and amounts available for the card need to be specified, as well as if the card is physical or virtual.
Pro Version: Available
Requirements:Plugin zip file
Scope:We will continue support for any features from the lite version that have been increased in the pro version (More Info)
Functionality:
Plan:
Availability:
When to Use: Use Yoast with every site build on every plan type.
Use Case(s): General
Setup Scope: We enable it, and configure basic setup to set the site up for success when SEO diagnostics are run. The customer can further configures it by connecting it to their Google Search Console but this process must occur after switching the site over to the li
Requirements: Connect Google Search Console (optional) (Get Info)
Pro Version: Available
Requirements:Plugin zip file
Scope:We will continue support for any features from the lite version that have been increased in the pro version (More Info)

All Available Modules

Plan: All
Site Goal(s): Text Organization

Use accordions as an interactive way to avoid scrolling over items that you don’t need everyone to see. Allow visitors to create their own site experience by concentrating their focus on items they choose to expand. This module is a great solution for FAQ sections, “How-to” sections or resume experience sections.

Requirements: N/A
Plan: All
Site Goal(s): Provide Information

Simple notification and alert boxes to grab user’s attention. You can style and customize the background color, the font color, border color, font style and more.

Requirements: Will need the statement for the alert box and where it needs to appear.
Plan: All
Site Goal(s): General Use

Sometimes when a visitor arrives on the site, you would like your text to appear sequentially or for it to leave a certain first impression. Animations on the modules on the page can help achieve these effects.

Categories Available: Zoom, Bounce, Rotate, Flip, Fancy

Requirements: N/A
Plan: All
Site Goal(s): Leads & Conversions

Display latest announcements, offers, discounts, or any notifications.

Requirements: We'll need the announcement text, where you want it and if there's a button, we'll need the link. 
Plan: All
Site Goal(s): Text Organization

Callouts are a good way to illustrate the different features a site has, sometimes with the option to learn more about these features. Create a simple text callout or add an image, an icon or a call-to-action link to it. 

Requirements: N/A
Plan: All
Site Goal(s): Showcase Your Work

Use this module to display two outcomes of one image and allow users to see both by dragging an interactive slider between the two views.

Requirements: We will need the before and after images. Typically these work best when they are the same height and size. 
Plan: All
Site Goal(s): Provide Information

Module for displaying posts in a feed on a page. Common layout for displaying blog posts on the main blog page and in search results. 

Requirements: Will need the blog post worksheet with the title, body content and featured image for each blog post.
Plan: All
Site Goal(s): Leads & Conversions

Calls-to-action are important as they let site visitors know what action you’d like them to take when interacting with your site. Buttons can be used to mask an external link or as a call-to-action anywhere on the site. Dual buttons can be used to mask two external links or two call-to-action items in a simple and elegant fashion. The following are examples of call-to-action layouts.

Requirements: Will need the call to action text and where it should link to.
Plan: All
Site Goal(s): Text Organization

Card Sliders are a creative way to display posts or custom post types like team members, testimonials or food menu items on a page. 

Requirements: N/A
Plan: All
Site Goal(s): General Use, Showcase Your Work

These custom content sliders can be given a specific slide height and used for hero images and banners as well as for separator rows on long-scroll sites. These sliders can be edited to display pagination, arrows, or loop.

Customization Available: Auto Play, Loop, Transitions: Slide or Fade, Navigation Options: Dots, Arrows, Play/Pause, Background: Photo, Color, Video, Content: None, Text, Text & Photo or Text & Video

Requirements: N/A
Plan: All
Site Goal(s): Provide Information

Content tickers are an excellent way to highlight blog posts, promote sales, or any other special feature. The Content Ticker Module is loaded with advanced features and customization options that help you grab visitors’ attention and promote content on your website.

Requirements: Need to know the content that should be appearing in this ticket, whether its posts, products or custom.
Plan: All
Site Goal(s): Text Organization

Use the Content Toggle module to switch between two different content types, templates or pages within the same section.

Requirements: Need the content for both toggle on and toggle off with specification of which side should be showing by default.
Plan: All
Site Goal(s): Leads & Conversions

Countdown modules are interactive ways to display hype and grab attention. Pair the countdown module with a call-to-action for an upcoming event or for a product sale.

Requirements: To set up the countdown, we'll need the date we're counting down to. 
Plan: All
Site Goal(s): Showcase Your Work

Showcase your content beautifully in professional device frames. Users love to see how your content will look on various devices.

Available devices: Phone, Tablet, Laptop, Desktop, Browser
Color skins: black, silver, white, rose gold, gold and space grey
Content formats: image, video, slider and iframe

Requirements: N/A
Plan: All
Site Goal(s): Provide Information, Generate Sales

Use a pricing table to list out product plans, packages and features in a comparative way with a call-to-action or “buy now” button. This module works well when introducing a main product or package on the homepage, linking back to the product for the full description.

Layout: Cards, matrix | Dual Pricing: Enable/disable | Highlight: None, title, price, package

Requirements: We'll need the name of the deal, the price and its features for each price card.
Plan: All
Site Goal(s): Showcase Your Work

There are a couple different options available to place videos on a site. The “video module” allows a self-hosted video to be chosen with the options for “auto play”, “loop” and to upload a fallback image or poster. Only .mp4 format videos should be uploaded. The “embed” function inherits the styling, and fonts from the site that hosts the video, and therefore cannot be altered unless they allow customization on their end.

Requirements: N/A
Plan: All
Site Goal(s): Content Enhancement

Add fancy text with interactive animations, or create dual headings on hero images to draw attention to certain important text items. Rotating animations like typing or clip text goes best between two sentences because they easily readjust for words with different character lengths. Rotating animations like flip/swirl/drop in etc. go best at the end of the sentence because they are not great at adjusting the whitespace in the sentence for each word that has different character lengths.

Requirements: N/A
Plan: All
Site Goal(s): Retail, Sell Products

Modules for displaying featured, latest or top selling products on a page in the form of a grid or a slider. 

Requirements: The product worksheet must be provided with specifications on which products are to be marked as featured.
Plan: All
Site Goal(s): Leads & Conversions

Use a form-styler module to adjust the label color, the input fields, and the button style. Gravity allows for a very dynamic contact form with customizable fields. Two ways the form can be styled are shown below.

Requirements: Enable reCAPTCHA (optional) (Get Info)
Plan: All
Site Goal(s): Content Enhancement

Hotspot provides you with the ability to mark your image with either text, an icon, or an image, allowing you to link or tool-tip specific spots! 

Customization Available: Marker Type: Icon, image, text | Animation: Pulse/rippling effect on hover OR no animation | Action: Tooltip on hover, tooltip on click OR Link | Tooltip Content Section: text, image, shortcode & basic HTML only.

Requirements: Will need the image provided and the specific areas that need to be marked along with the text or links that the tooltip should contain.
Plan: All
Site Goal(s): General Use, Social Feeds

These modules allow you to seamlessly integrate feeds from your accounts on common social media platforms with your site. Customization Available: Feed with custom effects, feed with profile link, feed carousel

Requirements: We will need the Instagram account handle in order to set up the feed. 
Plan: All
Site Goal(s): Text Organization

Its always nice when the content in a callout is relatively similar in character length, however, sometimes it can be hard to ensure that. Interactive callouts like flip-boxes and slide-boxes can help solve this problem. Just be careful to use these as accents with links to read more on another page – never put too much content in these. 

Requirements: N/A
Plan: All
Site Goal(s): Provide Information

The info list is an extremely versatile module that can be used for a variety of text organization purposes. Its best used when list items need different images/icons, a specific layout for desktop versus mobile screens, and a link or description attached to each list item. 

The icon number list is a simple module to help list out bullet items in a more interactive and appealing way. A singular icon can be used as the “bullet” for an unordered list OR a number sequence can be applied to an ordered list. If a different icon or image needs to be applied to each list item, use the info list module instead.

Requirements: N/A
Plan: All
Site Goal(s): Provide Information

Magazine content tiles are good for image-focused posts with high quality and text-free featured images. This can be used on an archive page with main query, or on a static page with custom query to display the latest posts overall or from a certain particular category. 

Requirements: Will need the blog post worksheet with the title, body content and featured image for each blog post.
Plan: All
Site Goal(s): Showcase Your Work

Layouts suitable for photographers. Add gallery images and have them display in a photo gallery or slideshow module.

Requirements: N/A
Plan: All
Site Goal(s): Provide Information, Display Data

Number Sections and Progress Bars serve as interactive ways to display progress statistics pertaining to a subject, product or project on the site.

Requirements: N/A
Plan: All
Site Goal(s): Provide Information

The posts carousel is great for displaying the latest posts overall or from a certain particular category. Limit items in a slider to only a few e.g. this example only shows the latest 5 posts. Main or custom query are both available for this layout.

Requirements: Will need the blog post worksheet with the title, body content and featured image for each blog post.
Plan: All
Site Goal(s): Provide Information

Module for displaying posts in a grid on a page. Post module options: Multi-column grid format, masonry stacking, extra styling options 

Requirements: Will need the blog post worksheet with the title, body content and featured image for each blog post.
Plan: All
Site Goal(s): Provide Information

The posts slider is great for displaying the latest posts overall or from a certain particular category. Limit items in a slider to only a few e.g. this example only shows the latest 5 posts. Main or custom query are both available for this layout.

Requirements: N/A
Plan: All
Site Goal(s): Retail, Sell Products

Layout options to display product categories as call-outs on a page, in the form of a grid or slider.

Requirements: The product worksheet must be provided with product categories mentioned.
Plan: All
Site Goal(s): Retail, Sell Products

Default WooCommerce module for displaying products on a page. 

Requirements: The product worksheet must be provided with all product fields filled out.
Plan: All
Site Goal(s): Retail, Sell Products

WooCommerce module for displaying products on a page, modified into a list format. 

Requirements: The product worksheet must be provided with all product fields filled out.
Plan: All
Site Goal(s): Provide Information

Layouts used for food or cocktail recipes. Can be modified for crafts or game rules.

Requirements: N/A
Plan: All
Site Goal(s): Provide Information, Text Organization

Use this table module to place data in a more appealing manner with customizable styling. The table module is highly responsive, as it realigns its content to work on all screen sizes.

Sortable Table: Add sorting/no sorting | Scrollable Table: Scroll on breakpoint/no scroll | Alignment: Left, center, right

Requirements: Provide an excel sheet or csv of all table headers and cell contents.
Plan: All
Site Goal(s): Leads & Conversions

An easy-to-use module with a large selection of social icons and custom styling options.

Customization Available:
Icons: Common social icons & custom icons available
Styling: Uniform colors, individual colors
Direction: Horizontal, vertical
Alignment: Left, center, right 

Requirements: We will eventually need the links to each of the social platforms for people to follow. 
Plan: All
Site Goal(s): Content Enhancement

Rate content anywhere on your website using the Star Rating module. These are not tied to Google or Yelp, they are on your site directly.  

Requirements: N/A
Tab
Plan: All
Site Goal(s): Text Organization

Use tabs as an interactive way to avoid scrolling over items that you don’t need everyone to see. Allow visitors to create their own site experience by concentrating their focus on items they choose to click on.

Requirements: N/A
Plan: All
Site Goal(s): Provide Information

Layout template option ideal for documentation-like posts with lots of information, that would benefit from a sidebar with smooth scrolling anchored content links. 

Requirements: N/A
Plan: All
Site Goal(s): Provide Information

Layouts used for team members, board members, teachers, doctors, etc.

Requirements: N/A
Plan: All
Site Goal(s): Provide Information

Layouts used for testimonials or customer feedback.

Requirements: N/A
Plan: All
Site Goal(s): Text Organization

A creative way to display text/callouts in chronological order. Works well when used to describe a sequence of events, for example, in a resume setting perhaps to link progression between education and experience by date.

Requirements: N/A
Plan: All
Site Goal(s): General Use, Social Feeds

These modules allow you to seamlessly integrate feeds from your accounts on common social media platforms with your site. Customization Available: Timeline feed, embed tweets, tweet / follow / message buttons, tweet collection grid 

Requirements: We will need the handle for the Twitter timeline that should display in the feed and any links to tweets that need to be embedded.